Who We Are

Steven L. Custenborder Jr., Esq.

Legacy Planning Advisor

Steve earned a Bachelor of Arts degree in Political Science from the Ohio State University in 2012. In addition, he earned a Juris Doctor degree from Emory University School of Law in 2015. Steve passed the bar admissions in Ohio and Kentucky. Before joining Wealthquest, Steve worked as an associate attorney at Beckman Weil Shepardson LLC for a year and a half. He worked primarily on corporate, tax and estate planning law. Steve has his own private practice at Custenborder Law Firm, LLC.

Steve enjoys playing golf and running.  He has devoted significant time and effort to several local and international charities, including mission work in Houston and Mexico.

Back2Back Ministries



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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000

Pay Separately

 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000